Our Offerings
Our Offerings
We work with families and individuals to make their dreams a reality. By understanding the full scope of their assets as well as their goals, we collaboratively develop a financial plan and investment strategy to achieve success.
If you are contemplating or experiencing a life event that gives you anxiety, such as retirement, divorce, or inheritance, we can provide financial analysis that will give you the clarity you need to move forward with confidence.
Types of Engagement
We offer holistic wealth management for high net worth individuals and families with distinct and complex challenges. Our decades of working with highly successful families gives us a depth of experience to help you navigate complex financial decisions. We offer integrated solutions to grow and preserve your wealth across generations and safeguard the legacy you earned.
Investing is a commitment to your future and a way to grow and preserve what you’ve earned. As committed fiduciaries, we use cost-efficient investment solutions to provide a goal-centric investment management approach. You can be confident that your investment portfolio is well positioned to weather changing market and economic conditions.
Our deep knowledge of estate, trust, gift, and tax laws allows us to advise you around a strategy that will minimize estate tax in the future and provide the greatest benefit to the people and causes that matter most to you. With extensive experience in estate law, we can review your existing estate plan documents to provide you with clarity in the details and optionality for changes with which you can implement to maximize the value to beneficiaries.
Navigating life changes comes with decisions such as the timing of retirement, the purchases of new assets, or gifting to family or charity. We can navigate these decisions with you and give you the clarity and confidence you can trust to move forward. You should feel confident you are taking the right steps to achieve what is most important to you.
Through expert understanding of current tax law, we proactively design and implement tax optimization strategies that will bring significant savings to you and your estate.
Divorce brings feelings of intense fear and uncertainty. Not knowing whether you will have the means to live your life and meet your financial goals can cause great stress. Through first hand experiences, and deep appreciation and empathy for your situation, we can help you navigate the divorce process. Our personalized wealth analysis will give you the confidence to make smart and sound decisions so you can move forward and live your life independently and to its
greatest potential.
